+756.1%
AXTI vs NIO
-36.7%
+792.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.6% | +11.2% | +10.0% |
| 7D | +5.1% | -13.0% | +18.2% | +8.3% |
| 30D | -10.2% | -18.3% | +8.1% | -6.1% |
| 3M | -41.8% | -33.2% | -8.6% | -36.1% |
| 6M | +57.5% | -21.5% | +79.0% | +66.8% |
| YTD | +277.0% | -25.5% | +302.5% | +301.7% |
| 1Y | +1,982.4% | -38.0% | +2,020.4% | +2,188.1% |
| 3Y | +2,234.8% | -65.5% | +2,300.3% | +2,590.1% |
| 5Y | +528.3% | -90.6% | +618.9% | +759.2% |
| All | +756.1% | -36.7% | +792.8% | +773.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling